The Rotary Club Of St Johns Ellerslie Charitable Trust — Health Charity in Auckland

The Rotary Club Of St Johns Ellerslie Charitable Trust is a Trust charity in the Health sector, based in Auckland, Auckland. This organisation also provides funding to other charities. CharityData rates this charity B (76.7/100). Annual revenue: $0.1M NZD. Financial data as at June 2025.

Mission: To identify and endeavour to meet the needs of the worldwide community and the local community in the manner identified from time to time by the trust board as being consistant with the charitable object and purposes of rotary

Registration Number
CC26312
Charity Type
Trust
Registration Date
2008-06-21
Status
Active
CharityData Rating
B (76.7/100)
Sector
Health
Location
Auckland, Auckland
Email
robert.knox@bdo.co.nz
Funder Status
Grant-making charity (charitable_trust)
Data as at
June 2025

Beneficiaries: Children / young people, Other charities, People with disabilities, Other - All

Financial Summary

Total Revenue
$0.1M NZD
Total Expenses
$0.1M NZD
Total Assets
$0.2M NZD
Net Assets
$0.2M NZD
Reserve Months
13.6 months of operating expenses
Volunteers
0
Financial Year End
2025-06-30

Financial History

YearRevenueExpensesNet Assets
2025$0.1M$0.1M$0.2M
2024$0.1M$0.1M$0.2M
2023$0.1M$0.1M$0.2M
2022$0.1M$0.1M$0.2M
2021$0.1M$0.1M$0.2M
2020$0.1M$0.0M$0.2M
2019$0.1M$0.0M$0.2M
2018$0.0M$0.0M$0.2M
2017$0.1M$0.1M$0.2M
2016$0.1M$0.1M$0.2M

CharityData Rating

Overall Grade
B
Overall Score
76.7/100
Financial Score
86
Governance Score
55
Transparency Score
65

Board Members and Officers

Current Officers (3)

NameRoleAppointed
Gabrielle Gimblett-MartinTrustee2017-06-30
Robert KnoxTrustee2009-07-02
Warwick Norman CashmoreTrustee2006-08-11

Former Officers (16)

  • Sylvia Wilkinson — Trustee (departed 2025-07-10)
  • Alister Irwin — Trustee (departed 2024-01-31)
  • Matthew Adams — Trustee (departed 2022-09-02)
  • Grant Hunter — Trustee (departed 2024-01-31)
  • Christopher Bradley — Trustee (departed 2014-12-05)
  • Adrian Coysh — Trustee (departed 2014-12-05)
  • David Hiskins — Trustee (departed 2013-06-30)
  • Peter Wilson — Trustee (departed 2014-12-05)
  • Robert Eady — Trustee (departed 2013-06-30)
  • Christopher Woudenberg — Trustee (departed 2011-08-17)
  • Willard Martin — Trustee (departed 2013-06-30)
  • Thomas McLean — Trustee (departed 2009-08-02)
  • Robert Stuart Stubbs — Trustee (departed 2008-08-02)
  • Warren Stephen Young — Trustee (departed 2010-06-30)
  • Ian Ronald Jenner — Trustee (departed 2009-07-02)
  • Ross Stanley Cleary — Trustee (departed 2010-06-30)

Similar Charities in Health

FunderHealthTrustCharitable Trust

The Rotary Club Of St Johns Ellerslie Charitable Trust

CC26312Auckland, AucklandRegistered 21 Jun 2008
Data updated: 5 days ago
Financials30 Jun 2025Rating3d ago

Financial data as at June 2025. Sourced from Charities Services register.

B
77/100
Financial
86
Governance
55
Transparency
65

Reasons to look carefully (1)

These structural observations are drawn from public data and are worth considering before a donation. They are not allegations of wrongdoing, and they don’t affect the charity’s letter grade.

  • No chair recorded on the register
    No chair or presiding role is recorded in the register for this board of 3. The Charities Register does not require one to be identified, so this is a gap in the public record rather than a finding about the board.

Each signal is a data-driven observation, not a judgement. They fire automatically from the figures filed with Charities Services. A charity can address any of these by filing fuller disclosure or updating its officer register. Methodology: /about/methodology/concern-signals.

Revenue

$119.4K

Expenses

$140.3K

Assets

$179.7K

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Grant-Making Trust

Special Entity Type

This trust makes grants to other organizations. It does not deliver programs directly.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Community Development
Beneficiaries
General Public
Geographic Focus
Auckland

About

Mission

To identify and endeavour to meet the needs of the worldwide community and the local community in the manner identified from time to time by the trust board as being consistant with the charitable object and purposes of rotary

Who We Serve

Beneficiaries
Children / young peopleOther charitiesPeople with disabilitiesOther - All

Key Statistics

Annual Revenue
$119.4K
Total Expenses
$140.3K
Net Assets
$178.5K
Volunteers
0

Financial Trends

Financial Trends (16 Years)

Revenue Breakdown

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
13.6mo
Could operate 13.6 months with zero revenue
Healthy
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

9
Score /100
Highly Concentrated
HHI: 9,068
High Concentration: 95% of revenue from Other
Other95.1%
Investment Income4.9%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 157 peers · Health · $100K – $1M

Rating Score
77
#14/158
Revenue
$119K
#144/158
Reserve Months
13.6
#1/158
Surplus
$-21K
#122/158
Staff Cost %
0%
#1/158

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating

B
Score: 76.7/100
Financial
86
Governance
55
Transparency
65
Why this grade: Financial 86 × 40% + Governance 55 × 60% = 67 → B.
View Full Score Breakdown

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Contact Details

Address
Auckland, Auckland

Registration

Registration NumberCC26312
Entity TypeTrust
Registered21 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated19 May 2004
Registered office
Level 4, 4 Graham Street, Auckland Central, Auckland

Sector & Activities

Primary Sector
Health
Activities
Makes grants to organisations (including schools or other charities)Other - Acts an Umbrella body

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 29 September 2026.